Dustin is an advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Team Financial Group. He prides himself on building meaningful and lasting relationships with his clients, helping them make smart choices about their wealth, retirement, and taxes.
Dustin received a bachelor’s degree in finance at California State University, San Bernardino, a certificate in Personal Financial Planning at Metropolitan State University of Denver, and completed the Certified Investment Management Analyst™ program at the Wharton School of Business.
In his free time, Dustin enjoys taking his motorcycle to the racetrack, camping and spending time with friends and family.
Investment Advisory Services Offered Through Team Financial Group, LLC, a SEC Investment Advisor located in the State of California DBA Team Wealth & Tax Advisors. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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